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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: HCLP
Note that HiCrush is a US LP so it's payout is not an actual dividend and one has to review the many tax treatments - google it. Gayle
Read Answer Asked by Gayle on March 10, 2014
Q: Hi 5i, it appears that the Venture exchange has broken out to the upside. if a person wishes to participate in this break out what in your opinion would be the best way. i realize this exchange has a lot of companies that are not for the faint of heart. but i also think the downside is somewhat limited. if their is more than one ETF that tracks the Venture which one would you pick ? or is their another way of participating ? thanx norm
Read Answer Asked by NORM on March 10, 2014
Q: Hi Peter. I have been very happy with your recommendations and as a new member love the forum. My question is as the Fed starts to put less money into the markets and interest rates rise what effect do you see on the model portfolio and what should we as investors avoid. Thank you Bob.
Read Answer Asked by Robert on March 10, 2014
Q: Endo Intl. is trading in Toronto as ENL. My broker assigned a value of $85.69 Can$ as book value on March 4 which is about where the stock closed that day. My capital cost on PLB shares is much lower and I'm guessing that since I didn't actually sell any shares, that the cost of ENL for tax purposes is that of PLB, though I can't find anything on the company's website to explain this. I know you're not tax experts though would you agree with this assumption?

I note the cash part of the deal hasn't yet appeared in the account. Thanks, J.
Read Answer Asked by Jeff on March 10, 2014
Q: Good Morning;

What is your opinion of Ivanhoe Mines LTD (IVN) Is it a buy at these levels?

DON
Read Answer Asked by Donald on March 10, 2014
Q: Hi Peter and Team,

Do you anticipate any scenario(s) where an investor might want to hold positions in both your current model portfolio and the upcoming income model portfolio. That would imply 40 securities - half in the dividend/growth category and half in income only.

To elaborate, for a conservative investor, would it make sense to have 35% of investment assets in the dividend/growth portfolio and 15-25% in the income portfolio, representing a 50-60% allocation of investment assets to equities?

Thanks for your thoughts on this as always.

Michael
Read Answer Asked by Michael on March 10, 2014
Q: ROG-V
Hi Peter and team.
Long time subscriber, first time asking a question.
First, let me thank you for a great service. I am no longer a rudderless ship.
Last week on BNN both Bret Cook and Bill Harris (for whom I have a lot of time) recommended Roxgold. My question to you has three parts.
a) Do you know management and if so would you comment on them?
b) The financials: Are likely to have to do a financing?
c) Could you comment on the political risk of Burkina Fasco.
Thanks again for a great service.
Gord
Read Answer Asked by Gord on March 10, 2014
Q: In my version of your model portfolio I also have 20 stocks. Six are in your model, and four are not but are companies you have reports on. The others are PPL,RUS,PEY,DHX,ATD.B,SJ,OTC,CEU,and SUM. Would any of these stocks rate lower than B- if you were rating them? Thank you.
Read Answer Asked by Curtis on March 10, 2014
Q: I would like some general information. The development of LNG in Northeastern British Columbia seems to be moving along quite well. The Government is really pushing for it and they have most of the First Nations on their side. There is site preparation taking place on the West coast at Kitimat and Prince Rupert where it is to be shipped. What I would like to know - is there a particular pipeline Company that is best positioned to take advantage of transporting this LNG.
Read Answer Asked by Vicki on March 10, 2014
Q: Hi peter do you think its a bit late to buy Trinity (TRN-N) or are we just getting started with replacing railcars in North America...what are the latest targets for this stock +can you recommend another supplier of railcars?...do you think this is a better stragety for a growth than AVO?...Thanks for all the great work
Read Answer Asked by Terence on March 10, 2014
Q: Hello Peter and Team,
As a retired,long term income investor, I purchased WIR.U on the TSE only to eventually find US withholding tax was taken off the dividend payment.I sold immediately. How common is this for a TSE stock and how can I avoid this in the future?
Read Answer Asked by Bruce on March 10, 2014
Q: I bought Surge a few months back, and added more a month ago. My ACB is just over $6, and it makes up about 3% of my portfolio. I know you like it, and am considering increasing holdings to a full position of 4%. However, it has been a very poor performer over the last few weeks, and I have some concern that people may see it as another Crescent Point (isn't it partly the same management?) with endless new shares and dilutions. Think it is better to sit tight, or do you view it as a good buy at the current price? Please also comment on the distribution stability.
As always, thank-you
Read Answer Asked by grant on March 10, 2014
Q: RPI.un Hi There. Do you think it is worth buying RPI for income at the current price - $11.65, given it is above the earlier discussed $10. Thanks
Read Answer Asked by David on March 10, 2014
Q: Rate-reset Prefs
Hi there. Could you please give me, say, three that you like for income, ie. higher but"safe" yield, for a a well balanced retirement portfolio. Thanks as always.
Read Answer Asked by David on March 10, 2014
Q: Could I have your opinion on Newalta's (NAL) growth for 2014?
Thanks
Read Answer Asked by Roy on March 10, 2014
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